Tax filing · Montana
Business tax filing in Montana, prepared by a team of Certified Accountants, CPAs and Enrolled Agents
Federal returns (1120, 1120-S, 1065, Schedule C) and your Montana state return, prepared from New York and Mumbai for a flat fee quoted upfront, from $99.
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- 447 Broadway, 2nd Floor, New York, NY 10013
- Certified Accountants, CPAs and Enrolled Agents
- Flat fees quoted upfront
- Replies within 8 hours
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What Montana asks of a business
Montana has personal income tax from 4.7% to 5.9%, a 6.75% corporate income tax and no state sales tax. An LLC in the state faces an annual report of $20, due Annual, April 15. The table below is what we check first on every Montana engagement.
| Montana at a glance | What applies | Notes |
|---|---|---|
| Personal income tax | Personal income tax from 4.7% to 5.9% | Graduated brackets (2025 table) |
| Corporate income tax | A 6.75% corporate income tax | Flat corporate rate (2026 table) |
| Sales tax | No state sales tax | No state sales tax |
| LLC fees | Formation $35; An annual report of $20, due Annual, April 15 | $20 |
| Corporation fees | Annual report | Corporations file an annual report with the state; fee and date confirmed at engagement |
| S-corp election | Federal election recognised | Federal S election recognised; a pass-through entity (PTE) tax election may be available, confirmed at engagement |
Figures checked 2026-09 against Montana Department of Revenue and Montana Secretary of State. Rates and fees change; we confirm the current numbers for your entity before we quote.
What we prepare for Montana businesses
- Form 1120 (C-corporation) and Form 1120-S (S-corporation)
- Form 1065 with Schedule K-1s (partnerships and multi-member LLCs)
- Schedule C with Form 1040 (sole proprietors and single-member LLCs)
- Montana state income tax return, filed with the federal return
- Form 5472 with pro forma 1120 for foreign-owned single-member LLCs
- Sales tax registration and returns where Montana nexus exists
- 1099-NEC filings and extension requests
- Late and unfiled years, with penalty-relief requests where reasonable cause exists
Things Montana owners get wrong
The federal return is only half the job. Montana's personal income tax from 4.7% to 5.9% reaches pass-through owners through their personal return, and the entity itself faces an annual report of $20, due Annual, April 15. Federal S election recognised; a pass-through entity (PTE) tax election may be available, confirmed at engagement.
Nobody sets out to miss these. They are missed because a seasonal preparer handles the federal return in April and nobody owns the state calendar for the rest of the year. We keep the calendar.
Who we file for in Montana
- Montana LLCs and S-corps owned by residents
- Foreign-owned Montana LLCs (Form 5472 filers)
- E-commerce sellers with Montana inventory or customers
- Agencies, consultants and professional practices
- Businesses behind by a year or more
- CPA firms that need white-label preparation capacity
How it works
- Free 30-minute call, or the form on this page.
- Fixed quote in writing, by entity and complexity.
- Secure document upload.
- Draft return for your approval.
- Filed, with confirmation and copies.
Pricing in Montana
Business returns from $99, quoted by entity and complexity before any work starts. Montana state or entity filings are quoted with the federal return, so there is one number, not a list of add-ons. Late years are priced per year. Catch-up bookkeeping, where needed, is a fixed project quoted after a free review.
We do not write "guaranteed", "maximum refund" or "IRS-approved" anywhere, because no honest preparer can. We prepare returns correctly and keep the confirmations.
Montana questions people ask first
Do I need to file a Montana state return for my LLC?
Usually yes. Montana has personal income tax from 4.7% to 5.9%, so LLC and S-corp income flows to the owner's Montana return, and the entity may have its own filing. We prepare both with the federal return.
When is my Montana business return due?
Federal 1120-S and 1065 returns are due March 16, 2026 (September 15 on extension); 1120 and Schedule C returns April 15 (October 15 on extension). Montana entity filings run on their own calendar: an annual report of $20, due Annual, April 15. We track both.
I own a Montana LLC but live outside the US. What do I file?
A foreign-owned single-member LLC files Form 5472 attached to a pro forma Form 1120, which cannot be e-filed and carries a $25,000 penalty if missed. We prepare it, fax-file it and keep the transmission report. Multi-member LLCs file Form 1065 with K-1s.
Does Montana recognise my federal S-corp election?
Yes. Federal S election recognised; a pass-through entity (PTE) tax election may be available, confirmed at engagement
What if I am behind by a year or more?
We prepare each open year, rebuild the books if needed, and include a written reasonable-cause request for penalty relief where one applies. Penalty relief is the IRS's decision; we prepare the request and do not promise the outcome.
Who prepares and signs my return?
A team of Certified Accountants, CPAs and Enrolled Agents working from New York and Mumbai. A US-credentialed preparer reviews and signs. Replies within 8 hours, one point of contact.
Ready for a fixed quote in Montana?
Two sentences from you. A written price within 8 hours. No obligation, no long-term contract.
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